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To: Paul Engel who wrote (68626)11/16/1998 8:46:00 PM
From: Diamond Jim  Read Replies (3) | Respond to of 186894
 
*Did this really happen?: The buzz after Intel's (INTC:Nasdaq) analyst
conference on Friday in California was that the big chip maker did its best
to intimidate and humiliate Merrill Lynch's Tom Kurlak, who has been
sticking by his guns and not recommending the purchase of Intel as it has
steadily climbed. According to several sources, who talked with attendees,
Intel CEO Craig Barrett flashed a slide on the screen that showed two
Merrill Lynch clients scratching their heads, wondering why they missed the
run in the stock. "Appalling," says one hedge fund manager, who says it
suggests Intel is too fixated on its stock price. Neither Kurlak nor an
Intel spokesman could be reached for comment.



To: Paul Engel who wrote (68626)11/16/1998 8:57:00 PM
From: Fred Fahmy  Read Replies (1) | Respond to of 186894
 
Paul,

"We (I think he meant "I") have missed this latest recovery in Intel's stock by misjudging the rate of PC market recovery in H2."

This is despite the fact that Intel repeatedly (as in over and over and over again) told the investment community that they saw a strong recovery in H2.

FF



To: Paul Engel who wrote (68626)11/16/1998 9:08:00 PM
From: VICTORIA GATE, MD  Respond to of 186894
 
Paul Engel

re<The influential Merrill Lynch semiconductor analyst Thomas Kurlak says he is human, after all. >

I'm only human when i was wrong , GOD when i'm right

Kurlak "you are the dog"

vg





To: Paul Engel who wrote (68626)11/17/1998 12:06:00 PM
From: Tony Viola  Read Replies (4) | Respond to of 186894
 
Paul, re: "That is a 51.5% LOSS that these Merrill Suckers have suffered because Office
Tommy won't come out to see the world as it really is."

He might ruin his Ferragamo shoes if he were to come out here to kick bricks and mortar. The word on him is that he goes more on "gut feel" than a lot of research. So much for that MO.

Tony


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